We work hard to protect your money with low-risk investments, provide clarity in your retirement planning and become the trusted advisor you need to navigate your retirement journey. Our business is the delivery of sound fiduciary advice resulting in simple yet sophisticated wealth management solutions. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency.
Our team is composed of a unique blend of highly credentialed professionals in the wisdom to offer advice that is best for you. If you're not thrilled with your current insurance contact us today. Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Our team is composed of a unique blend of highly credentialed professionals in the wisdom to offer advice that is best for you. If you're not thrilled with your current insurance contact us today. Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Services
Jordan founder of Legacy West Insurance And Financial Services decided to become licensed after seeing firsthand how important life insurance truly is.
He was told a story about a young college student who was an only child to a single mother.
Suddenly, the mother passed away and there was no life insurance.
The poor guy was forced to drop out of school and go right to work to pay off the debt and expenses.
Being an only child to a single mother himself, he very much connected with the story.
He realized then that there are a lot of other people out there in the same situation and knew then he had had found a purpose.
He was told a story about a young college student who was an only child to a single mother.
Suddenly, the mother passed away and there was no life insurance.
The poor guy was forced to drop out of school and go right to work to pay off the debt and expenses.
Being an only child to a single mother himself, he very much connected with the story.
He realized then that there are a lot of other people out there in the same situation and knew then he had had found a purpose.
Failure to disclose relevant information on a life insurance application can result in a denial of payment.
Please let us know if there's anything else we should know to provide you an accurate insurance quote.
Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Please let us know if there's anything else we should know to provide you an accurate insurance quote.
Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Please enter the best phone number to reach out for any questions about your insurance quote.
Please enter any additional information we may need to provide you an accurate insurance quote.
You can also use this space to ask questions.
Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Please enter any additional information we may need to provide you an accurate insurance quote.
You can also use this space to ask questions.
Your private information is provided exclusively to our agency and will not be redistributed or sold to anyone else.
Protect your future with guaranteed income for the rest of your life.
Speak with our financial experts today to find the best options for your financial situation.
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract.
That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured).
The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer.
Speak with our financial experts today to find the best options for your financial situation.
Annuities are contractually-executed, relatively low-risk investment products; the insured (usually, an individual) pays a life insurance company a lump-sum premium at the start of the contract.
That money is to be paid back to the insured in fixed, incremental amounts, over some future time period (predetermined by the insured).
The insurer invests the premium; the resulting profit/return on investment fund the payments received by the insured, and, compensate the insurer.
Life insurance pays out a sum of money either on the death of the insured person or after a set period of time.
Term life insurance or term assurance is life insurance which provides coverage at a fixed rate of payments for a limited period of time, the relevant term.
After that period expires, coverage at the previous rate of premiums is no longer guaranteed and the client must either forgo coverage or potentially obtain further coverage with different payments or conditions.
If the life insured dies during the term, the death benefit will be paid to the beneficiary.
Term life insurance or term assurance is life insurance which provides coverage at a fixed rate of payments for a limited period of time, the relevant term.
After that period expires, coverage at the previous rate of premiums is no longer guaranteed and the client must either forgo coverage or potentially obtain further coverage with different payments or conditions.
If the life insured dies during the term, the death benefit will be paid to the beneficiary.
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